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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $30,747 |
ARBOR POINT ADVISORS LLC1 year Filed as: ARBOR POINT ADVISORS, LLC Service code 27 · EIN 46-1050183 | Advisory (Plan) | $22,821 |
LPL FINANCIAL4 years Filed as: KMS FINANCIAL SERVICES, INC Service code 27 · EIN 91-0850651 | Advisory (Plan) | $7,261 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,968 | $61,166-55.9% | $185,849-85.5% | $79,391-66.0% |
| Participation rate | 93.1% | 66.6%+26.5pp | 81.7%+11.4pp | 70.7%+22.4pp |
| Annual return | 16.44% | 19.45%-3.0pp | 122.10%-105.7pp | 116.88%-100.4pp |
| Employer contribution / active EE | $2,026 | $2,321-12.7% | $5,169-60.8% | $2,428-16.6% |
| Participant deferral / active EE | $3,730 | $2,789+33.7% | $5,569-33.0% | $4,046-7.8% |
| Admin fee / account holder | $283 | $710-60.1% | $16,244-98.3% | $627-54.8% |